Update the Currency Symbol in Standard Power BI Reports

By default, the standard Power BI reports display currency values with a dollar sign ($). To display the base currency symbol configured in Altus instead, you only need to update the data model. No changes to the individual reports are required.

Data Model Updates

Download the .pbit template files:
- Portfolio Model: Download ⬇️
- Strategy Model: Download ⬇️
- Resource Model: Download ⬇️
Convert the .pbit file to a .pbix file by following the instructions on the Deployment page. Then open the data model and select Transform data to open the Power Query Editor.
Create a new blank query by selecting New Source > Blank Query.

Open the Advanced Editor, delete any existing code, and paste the following script:

let
    Dataverse = CommonDataService.Database(Environment, [CreateNavigationProperties=false]),
    SQL = "
        SELECT
            trans.createdon AS createdon,
            trans.currencyname AS currencyname,
            trans.currencyprecision AS currencyprecision,
            trans.currencysymbol AS currencysymbol,
            trans.exchangerate AS exchangerate,
            trans.isocurrencycode AS isocurrencycode,
            trans.statuscodename AS statuscodename,
            trans.transactioncurrencyid AS transactioncurrencyid
        FROM dbo.transactioncurrency AS trans
        INNER JOIN dbo.organization AS org
            ON trans.transactioncurrencyid = org.basecurrencyid
        WHERE trans.exchangerate = 1.0
    ",
    Source = Value.NativeQuery(
        Dataverse,
        SQL,
        null,
        [EnableFolding = true]
    )
in
    Source

Rename the query to Altus Transaction Currency and select Done.
Select Close & Apply to load the new query into the data model.
Go to Table view and open the Finance measures. Each measure that displays a currency value needs its format updated. The existing format will look similar to the example below.
Select the measure, then under Format choose Dynamic. The format string editor will appear as shown below:

Replace the existing format string with the following expression:

SELECTEDVALUE('Altus Transaction Currency'[currencysymbol]) & "#,0.#"

Your measure should now look similar to the image below.
Repeat steps 8–9 for every finance measure that displays a currency value, then publish the model to your workspace.
Once the model is published, all reports will display currency values using the base currency symbol configured in Altus.

Table of Contents

Update the Currency Symbol in Standard Power BI Reports

Data Model Updates